Streak

Create and manage sales deals directly within Gmail threads without leaving the inbox. Each deal is linked to email conversations, maintaining full context of communications.

Visualize sales pipeline as a drag-and-drop kanban board with customizable stages. Move deals between columns to update their status in real-time.

View a chronological timeline of all activities, emails, and changes related to a specific deal. Provides complete context and audit trail.

Perform bulk actions on multiple deals at once such as changing stage, assigning owner, or updating custom fields. Reduces time spent on repetitive updates.

Filter and search deals by various criteria including stage, owner, custom fields, and date ranges. Quickly locate specific deals or subsets of pipeline.

Automatically move deals between pipeline stages based on email activity or manual triggers. Reduces manual status updates and keeps pipeline current.

Create and maintain contact records with company information, interaction history, and custom fields. All contact data is accessible from Gmail and linked to email threads.

Automatically log and track email interactions with contacts including open rates, click tracking, and reply status. Provides visibility into engagement without manual logging.

Create tasks and set reminders directly from emails or deals. Tasks are integrated with Gmail and can be assigned to team members.

Generate reports on pipeline metrics including deal count, value, and stage distribution. Provides visibility into sales performance at a high level.

Share deals, contacts, and pipelines with team members. Enable collaborative deal management with visibility into who owns what and activity history.

Create custom fields on deals and contacts to capture business-specific information. Fields can be text, dropdown, date, or other types.

Create and save email templates for common messages. Templates can include variables for personalization and are accessible directly from Gmail.